Destination Wealth Management’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,340
| Closed | -$157K | – | 160 |
|
|
2019
Q3 | $157K | Buy |
10,340
+5,756
| +126% | +$87.4K | 0.01% | 140 |
|
|
2019
Q2 | $69K | Buy |
4,584
+2,541
| +124% | +$38.2K | ﹤0.01% | 229 |
|
|
2019
Q1 | $32K | Buy |
2,043
+424
| +26% | +$6.64K | ﹤0.01% | 335 |
|
|
2018
Q4 | $21K | Sell |
1,619
-147
| -8% | -$1.91K | ﹤0.01% | 350 |
|
|
2018
Q3 | $29K | Hold |
1,766
| – | – | ﹤0.01% | 360 |
|
|
2018
Q2 | $26K | Sell |
1,766
-1,401
| -44% | -$20.6K | ﹤0.01% | 323 |
|
|
2018
Q1 | $56K | Buy |
+3,167
| New | +$56K | ﹤0.01% | 238 |
|
|
2017
Q2 | – | Sell |
-29,635
| Closed | -$408K | – | 156 |
|
|
2017
Q1 | $408K | Buy |
29,635
+7,634
| +35% | +$105K | 0.03% | 120 |
|
|
2016
Q4 | $296K | Sell |
22,001
-8,420
| -28% | -$113K | 0.02% | 135 |
|
|
2016
Q3 | $402K | Buy |
30,421
+8,539
| +39% | +$113K | 0.03% | 123 |
|
|
2016
Q2 | $232K | Sell |
21,882
-286
| -1% | -$3.03K | 0.02% | 137 |
|
|
2016
Q1 | $196K | Hold |
22,168
| – | – | 0.02% | 126 |
|
|
2015
Q4 | $196K | Buy |
+22,168
| New | +$196K | 0.02% | 126 |
|